Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.9B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.2M
3
+$59.4M
4
PACW
PacWest Bancorp
PACW
+$29.3M
5
HBAN icon
Huntington Bancshares
HBAN
+$28.8M

Top Sells

1
+$56.3M
2
+$41.5M
3
+$36.3M
4
BMO icon
Bank of Montreal
BMO
+$28.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.02%
4 Industrials 8.47%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.5M 0.04%
261,760
+50,232
452
$12.5M 0.04%
62,554
+3,090
453
$12.4M 0.04%
114,368
+5,307
454
$12.4M 0.04%
180,874
-3,068
455
$12.3M 0.04%
583,830
-5,536
456
$12.2M 0.03%
333,132
+294,422
457
$12.2M 0.03%
261,319
-1,491
458
$12.2M 0.03%
106,837
+9,588
459
$12.1M 0.03%
208,934
-87,044
460
$12.1M 0.03%
64,671
+2,104
461
$12M 0.03%
316,595
+15,619
462
$12M 0.03%
158,444
+19,857
463
$12M 0.03%
129,048
+2,325
464
$12M 0.03%
42,289
-41,421
465
$12M 0.03%
454,235
-10,587
466
$11.9M 0.03%
79,137
+8,008
467
$11.9M 0.03%
523,011
-18,164
468
$11.8M 0.03%
92,279
-37,811
469
$11.8M 0.03%
216,853
-4,735
470
$11.8M 0.03%
115,335
+22,784
471
$11.8M 0.03%
108,490
+18,824
472
$11.8M 0.03%
335,299
+37,902
473
$11.7M 0.03%
249,628
-143,243
474
$11.7M 0.03%
419,591
-186,264
475
$11.6M 0.03%
97,805
+23,578
17 18
19
20 21